Non Requesting Form PDF Details

In the intricate maze of navigating tax obligations, especially within the context of marital disentanglement or disputes, the Internal Revenue Service (IRS) has provided a critical tool: Form 12508, or as it's officially known, the Questionnaire for the Non-Requesting Spouse. Recognizing the often-sensitive nature of the information required, this form is designed with a dual purpose. On one hand, it aims to glean detailed insights into the financial dynamics between spouses, particularly focusing on their involvement with tax filings, awareness of financial troubles, and handling of joint assets during the years for which tax relief is sought. On the other hand, it underscores the importance of this information in the IRS's decision-making process regarding the request for relief. It intricately balances the need for thorough fact-finding with a respect for the personal challenges that may arise when such detailed financial disclosure is required. Completing this form is not just about fulfilling a bureaucratic requirement; it is a critical step in ensuring that all relevant facts are on record, not only for IRS evaluation but also for potential review by the Tax Court, should the case escalate. The nuanced approach of Form 12508 highlights the IRS's efforts to consider both the letter of the law and the realities of those navigating through these personal and financial difficulties.

QuestionAnswer
Form NameNon Requesting Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesform questionnaire requesting form, non requesting subjects get, questionnaire non returns form, requesting returns explain get

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Form 12508

(June 2021)

Department of the Treasury - Internal Revenue Service

Questionnaire for Non-Requesting Spouse

We recognize that some of these questions involve sensitive subjects. However, we need this information to evaluate the circumstances of the request for relief and properly determine whether relief should be given. If this form is not completed and returned, the request for relief will be considered based on the information available to us.

If the requesting spouse petitions the Tax Court to review their request for relief, the Tax Court may only be allowed to consider information you and the requesting spouse provided before we made our final determination, additional information we included in our administrative file about the requesting spouse’s request for relief, and any information that is newly discovered or previously unavailable. Therefore, it is important that you provide us with information you want us or the Tax Court to consider.

Part I - Tell Us About Yourself

1. Your current name

 

Your social security number

 

 

 

Your current home address (number & street)

Apartment number

County

 

 

 

City, town or post office box, state and ZIP code

 

Daytime phone number (between 6 a.m. and 5

 

 

p.m. eastern time)

 

 

 

2.What is the current status between you and your spouse for the years that relief was requested? (On this form we refer to your spouse for the years that relief was requested as that individual)

Married and living together

 

 

Married living apart since

 

(MM/DD/YYYY)

Legally separated since

 

(MM/DD/YYYY)

Divorced since

 

(MM/DD/YYYY)

Widowed since

 

(MM/DD/YYYY)

Note: A divorce decree stating you must pay all taxes does not necessarily mean that individual will qualify for relief.

Part II - Tell Us About Filing the Returns and Your Financial Situation for the Years Listed on the Letter

If the information is not the same for all tax years, explain. If you need more room to write your answer for any question, attach more pages. Be sure to write your name and social security number on the top of all pages you attach.

3.How were both of you involved with preparing the returns during those tax years? Check all that apply and explain, if necessary. If the answers are not the same for all the years, explain

You

That Individual

Prepared or helped prepare the returns

Gathered receipts and canceled checks

Gave tax documents (such as W-2s, 1099s, etc.) to the person who prepared the returns

Asked the person who prepared the returns to explain any items or amounts

Reviewed the returns before filing them

Did not review the returns before filing them

Was not involved with preparing the return

Other

Explain, if necessary

Catalog Number 28730P

www.irs.gov

Form 12508 (Rev. 6-2021)

Page 2

4. When you filed the returns, were any amounts owed to the IRS for those years Yes. Explain how the amounts owed were to be paid

No

5.When that individual signed/filed any of the returns, was he/she aware of any financial problems you were having (for example, bankruptcy or bills you could not pay)

Yes. Explain

No

Do not know

6. For those years, what kinds of accounts did you have? Check all that apply. Explain if the answers are not the same for all the years

JointSeparate

Checking or money market

Savings or certificate of deposit

How did that individual use those accounts? Check all that apply

JointSeparate

Made deposits

Reviewed bank statements or balanced the checkbook

Paid bills

Knew how much money was in the account

Made withdrawals from the account

Did not know about the account

Did not use the account

Was not involved in handling money for the household

Explain, if necessary

7.Did you ever transfer assets to that individual? (Did you put something of value, such as real estate or stocks, in that individual's name rather than in your own name)

Yes. List the assets and the dates they were transferred. Explain why the assets were transferred

No

8. During those tax years, were you self employed

Yes. Explain how that individual was involved in your business

No

Catalog Number 28730P

www.irs.gov

Form 12508 (Rev. 6-2021)

Page 3

9.If the tax year(s) in question were audited, what items, if any, changed? Were the changed items yours or that individual’s? (For example, unreported income, disallowed deductions, unclaimed credits)

10.If the audit results changed your business income or deductions on your tax return, did that individual help you in the business? If so how? If not, did that individual know about your business affairs? Explain

11.If the items changed by the audit were yours, did that individual benefit from them? (Example, unreported income paid for a family vacation, car, jewelry, etc.) Explain

12.Do you have any other information you want us to consider

Sign Here

Under penalties of perjury, I declare that I have examined this statement and to the best of my knowledge it is true, correct, and complete.

Signature

Date

Keep a copy for your records. Return the original signed form and any attachments or you may fax the signed form and attachments.

Catalog Number 28730P

www.irs.gov

Form 12508 (Rev. 6-2021)

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This PDF requires specific data to be entered, hence be certain to take whatever time to fill in exactly what is required:

1. The non requesting subjects make will require specific information to be inserted. Ensure the following fields are finalized:

Find out how to prepare non requesting need online part 1

2. Immediately after this part is completed, proceed to enter the relevant details in these: Gathered receipts and canceled, Gave tax documents such as Ws s, Asked the person who prepared the, Reviewed the returns before filing, Did not review the returns before, Was not involved with preparing, Other, Explain if necessary, Catalog Number P, wwwirsgov, and Form Rev.

Best ways to fill in non requesting need online portion 2

People often make mistakes when filling out wwwirsgov in this part. Don't forget to read again what you type in here.

3. Within this part, examine When you filed the returns were, Yes Explain how the amounts owed, When that individual signedfiled, bankruptcy or bills you could not, Yes Explain, Do not know, For those years what kinds of, Joint, Separate, and Checking or money market. All of these must be filled in with utmost awareness of detail.

The right way to fill in non requesting need online part 3

4. Filling in Checking or money market, Savings or certificate of deposit, How did that individual use those, Joint, Separate, Made deposits, Reviewed bank statements or, Paid bills, Knew how much money was in the, Made withdrawals from the account, Did not know about the account, Did not use the account, Was not involved in handling money, Explain if necessary, and Did you ever transfer assets to is key in this next section - be certain to invest some time and take a close look at every single blank area!

Ways to fill in non requesting need online stage 4

5. This form needs to be wrapped up by dealing with this area. Further one can find a detailed listing of blanks that require accurate details to allow your document usage to be accomplished: During those tax years were you, Yes Explain how that individual, Catalog Number P, wwwirsgov, and Form Rev.

Catalog Number P, During those tax years were you, and Yes Explain how that individual in non requesting need online

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